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Disclosery

Boltwood Capital Management: XLB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Boltwood Capital Management on XLB, newest first. How the timeline and the estimate are built.

Boltwood Capital Management held 19,867 XLB shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 19,867 shares
    Change vs previous 13F -192 shares

    0.22% of the 13F portfolio, value $967,537.

    13F-HR 0001563690-26-000005 filed by Boltwood Capital Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 20,059 shares
    Change vs previous 13F -806 shares

    0.23% of the 13F portfolio, value $1,019,614.

    13F-HR 0001563690-26-000003 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 20,865 shares
    Change vs previous 13F -277 shares

    0.27% of the 13F portfolio, value $1,042,639.

    13F-HR 0001563690-26-000002 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 21,142 shares
    Change vs previous 13F +10,117 shares

    0.25% of the 13F portfolio, value $958,803.

    13F-HR 0001563690-26-000001 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 11,025 shares
    Change vs previous 13F -998 shares

    0.26% of the 13F portfolio, value $988,087.

    13F-HR 0001563690-25-000008 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 12,023 shares
    Change vs previous 13F -812 shares

    0.3% of the 13F portfolio, value $1,055,766.

    13F-HR 0001563690-25-000006 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 12,835 shares
    Change vs previous 13F -9 shares

    0.34% of the 13F portfolio, value $1,103,579.

    13F-HR 0001563690-25-000005 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 12,844 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,080,719.

    13F-HR 0001563690-25-000001 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).